Karani Asset Management as of March 31, 2025
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rli (RLI) | 6.8 | $6.5M | 80k | 80.33 | |
| Deere & Company (DE) | 6.2 | $5.8M | 12k | 469.35 | |
| Apple (AAPL) | 6.0 | $5.7M | 26k | 222.13 | |
| Mastercard Incorporated Cl A (MA) | 5.7 | $5.4M | 9.9k | 548.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $5.1M | 33k | 154.64 | |
| NVIDIA Corporation (NVDA) | 5.3 | $5.0M | 46k | 108.38 | |
| American Express Company (AXP) | 4.5 | $4.2M | 16k | 269.05 | |
| Microsoft Corporation (MSFT) | 4.4 | $4.1M | 11k | 375.39 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $4.1M | 11k | 383.53 | |
| Texas Instruments Incorporated (TXN) | 4.0 | $3.8M | 21k | 179.70 | |
| EOG Resources (EOG) | 3.9 | $3.7M | 29k | 128.24 | |
| Intuit (INTU) | 3.7 | $3.4M | 5.6k | 613.99 | |
| Asml Holding N V Ny Registry Shs (ASML) | 3.5 | $3.3M | 4.9k | 662.63 | |
| Cummins (CMI) | 3.2 | $3.0M | 9.6k | 313.44 | |
| Steel Dynamics (STLD) | 3.1 | $2.9M | 24k | 125.08 | |
| Cadence Design Systems (CDNS) | 2.9 | $2.7M | 11k | 254.33 | |
| Pulte (PHM) | 2.6 | $2.4M | 24k | 102.80 | |
| Procter & Gamble Company (PG) | 2.6 | $2.4M | 14k | 170.42 | |
| Visa Com Cl A (V) | 2.5 | $2.4M | 6.8k | 350.46 | |
| Kkr & Co (KKR) | 2.5 | $2.4M | 20k | 115.61 | |
| Novo-nordisk A S Adr (NVO) | 2.3 | $2.1M | 31k | 69.44 | |
| NVR (NVR) | 2.1 | $2.0M | 277.00 | 7244.39 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.3M | 1.4k | 945.78 | |
| S&p Global (SPGI) | 1.3 | $1.2M | 2.4k | 508.10 | |
| W.W. Grainger (GWW) | 1.3 | $1.2M | 1.2k | 987.83 | |
| Merck & Co (MRK) | 1.2 | $1.1M | 13k | 89.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.1M | 1.9k | 561.90 | |
| Regeneron Pharmaceuticals (REGN) | 1.0 | $959k | 1.5k | 634.23 | |
| Autodesk (ADSK) | 0.7 | $668k | 2.6k | 261.80 | |
| Colgate-Palmolive Company (CL) | 0.6 | $609k | 6.5k | 93.70 | |
| Eli Lilly & Co. (LLY) | 0.6 | $599k | 725.00 | 825.91 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $593k | 2.4k | 245.30 | |
| Kla Corp Com New (KLAC) | 0.4 | $415k | 610.00 | 679.80 | |
| Applied Materials (AMAT) | 0.4 | $408k | 2.8k | 145.12 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $405k | 5.6k | 72.70 | |
| Synopsys (SNPS) | 0.4 | $342k | 797.00 | 428.85 | |
| Cisco Systems (CSCO) | 0.3 | $301k | 4.9k | 61.71 | |
| Msci (MSCI) | 0.3 | $298k | 527.00 | 565.50 | |
| Lululemon Athletica (LULU) | 0.3 | $253k | 894.00 | 283.06 | |
| Trane Technologies SHS (TT) | 0.1 | $101k | 300.00 | 336.92 | |
| Meta Platforms Cl A (META) | 0.1 | $62k | 108.00 | 576.36 |
